Haverford Trust Co.
The Haverford Trust Company, founded in 1979 and headquartered in Radnor, PA, is a privately held trust company and asset manager offering investment management, wealth planning, trust and estate services, and private banking. With more than 45 years of experience, Haverford manages and consults on assets for individual investors, families, nonprofits, and institutions. The firm is regulated by the Federal Reserve Bank of Philadelphia and the Pennsylvania Department of Banking and Securities, employs a values-focused approach, and oversees over $16.2 billion in assets. Haverford's staff is committed to personalized service, financial education, and community engagement. As of 2025, the firm serves clients across 46 US states, DC, and Puerto Rico, with a client retention rate of 97%.
Investment Strategy
Haverford's investment strategy centers on 'Quality Investing,' selecting high-quality, established companies and fixed income securities to generate long-term, risk-controlled growth. The firm emphasizes large-cap, dividend-paying equities and diversifies portfolios across asset classes to enhance returns and reduce risk. For fixed income, Haverford employs a disciplined process of sector allocation and interest rate risk management tailored to client guidelines. Across all strategies, Haverford prioritizes preservation of capital, consistency, and alignment with client values, including ESG and sustainable investing solutions. Their approach is relationship-driven and avoids chasing market fads, aiming for both positive financial and societal outcomes.
Top Holdings
Equity Positions (403)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.75% | $605.4M | 1,217,034 | $55.46 | $497.41 | +$146.1M |
A AAPL | APPLE INC | 4.84% | $509.1M | 2,481,545 | $22.84 | $205.17 | -$40.9M |
J JPM | JPMORGAN CHASE & CO. | 3.98% | $419.4M | 1,446,522 | $71.61 | $289.91 | +$62.4M |
O ORCL | ORACLE CORP | 3.52% | $370.4M | 1,694,056 | $50.85 | $218.63 | +$136.8M |
M MA | MASTERCARD INCORPORATED | 3.29% | $345.9M | 615,533 | $114.77 | $561.94 | +$8.2M |